On CNBC's "Fast Money," Najarian said that what Federal Reserve Chairman Ben Bernanke focused on was "real sustainable progress" in the economy that would begin to signal a slowdown of its asset purchases.

TheStreet CIO Stephanie Link said that it was time to "keep going with what's working."

With better-than-expected March home sales and a 15 percent increase in home prices, she said that the two sectors that would benefit included banking and housing.

Technology, too, appears to be working, as evidenced by a name such as Cisco, Link said. "Why not go in there when you know things are actually pretty good, and the stock has pulled back?"